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Wellington-Altus USA’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Wellington-Altus USA’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$117K Sell
3,300
-5,290
-62% -$198K 0.08% 193
2026
Q1 		$320K Buy
+8,590
New +$312K 0.19% 113

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Wellington-Altus USA's DFIC Position: Q2 2026 in Review

Wellington-Altus USA reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 62% in Q2 2026, selling an estimated $198K and leaving 3,300 shares worth $117K. The position accounts for 0.08% of the portfolio, ranked #193.

Wellington-Altus USA first reported a position in DFIC in Q1 2026 and has held it in 2 quarters since. The position peaked at $320K in Q1 2026. 639 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Wellington-Altus USA held 3,300 shares of Dimensional International Core Equity 2 ETF worth $117K as of Q2 2026.
  • Wellington-Altus USA sold 5,290 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $198K.
  • Dimensional International Core Equity 2 ETF made up 0.08% of Wellington-Altus USA's portfolio in Q2 2026, its #193 holding.
  • Wellington-Altus USA first reported a position in Dimensional International Core Equity 2 ETF in Q1 2026 and has held it in 2 quarters since.
  • Wellington-Altus USA's Dimensional International Core Equity 2 ETF position peaked at $320K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.